Table of contents

Overview

The Reports menu enables you to manually run reports or schedule reports to run in the background and have the report results available for download RevPro pre-summarizes data for reporting in a report summarization table. RevPro reports can display data (up to 50 columns) from the report summarization table based on report layouts. Reports have pre-defined layouts which can be copied and then tailored based on your preferences. Reports default to open accounting period. Access to reports is controlled at a role-based level in RevPro.

RevPro Reports are grouped into the following categories:

Accounting

OnHold Accounting Report

Accounting Report

MJE Details Report

Revenue

Billing RollForward Report

RC Rollforward Report

VC Rollforward Report

Billing Waterfall

Cost Insight

Revenue Insight

VC Insight

Waterfall Report

Disclosure – Contract Level

Unbill RollForward Report

Cost Capitalized Rollforward Report

Revenue Book Comparison Report

SOX And Audit

Approvals Report

Orphan Transactions Report

Contract Modification Report

Cost Stratification

Line Staging Report

Mass Action Batch Report

VC Actions

Cost Transaction Changes

Manual POB Report

Manually Created Revenue Contracts

RC Hold/Release Report

Revenue Contract Move Report

Role Privileges Report

SSP Exception Report

SSP Update Report

VC Template

VC Transaction Changes

Transactions

Billing Report

Booking Report

Events Report

Cost Transactions

Failed RSSP Transaction Report

POB Dependencies

POB(s) Released Report

Revenue Contract Detail Report

Unreleased POB(s) Report

VC Transactions

Reduction Orders Report

Foreign Exchange

Period FX Waterfall

Trial Balance Report

Unbilled Fx Report

UI

Transferred Accounting Outbound

Run Reports

Navigate to RevPro >Reports > Run Reports.

Click Expand All to display all reports.

Select a report to run and select filters.

Click Run Report.

Copy Layout

A report must have a defined layout to display report data. The reports that are seeded in RevPro have pre-defined layouts. Copies of the seeded report layouts can be tailored based on your preferences. The originally seeded report layouts should not be edited.

Navigate to RevPro >Reports > Run Reports.

Click Expand All to display all reports.

Select a report, right-click and select Edit Report.

Select a report layout, right-click and select Copy.

In the Copy Layout dialog, enter the values in the Layout Name and Layout Description fields. Click Copy. The newly created layout appears in the Layouts tab.

Edit Layout

Navigate to RevPro >Reports > Run Reports.

Click Expand All to display all reports.

Select a report, right-click and select Edit Report.

Select a report layout, right-click and select Edit.

Enter the values in the following fields. Click Save to save the changes after editing.

Field Name

Description

Layout Name

Add a layout name

Layout Description

Add a layout description

Enabled

Select the Enabled check box to indicate layout is active

Is Summary

Select the Is Summary check box to indicate that this report should be further summarized by the selected dimensions

Enable Totals

Generate grand totals for the report

Add or Remove Fields of a Layout

Navigate to RevPro >Reports > Run Reports.

Click Expand All to display all reports.

Select a report, right-click and select Edit Report.

Select a report layout, right-click and select Edit.

Select a field and click the arrow button to move it from Available Fields to Selected Fields. You can also use the arrow buttons to move up or move down the selected fields. The max number of the selected fields is 50.

Click Save to save the changes.

Create a Report Filter

Navigate to RevPro >Reports > Run Reports.

Click Expand All to display all reports.

Select a report, right-click and select Edit Report.

Click the Fields tab and search for the field desired to use as a filter. Select the Filter Enabled check box.

Click the Layouts tab, right-click the layout you want to add the filter and select Copy.

In the Copy Layout dialog, enter the values in the Layout Name and Layout Description fields. Click Copy.

Click Run Report to run the report.

Add to Favorites or Remove from Favorites

Navigate to RevPro >Reports > Run Reports.

Click Expand All to display all reports.

Select a report and the desired layout to add to favorites.

Right-click the report and select Add to Favorites. Now you have added the report with the selected layout to My Favorites.

To remove the report with the selected layout from My Favorites, select Remove From Favorites. Now you have removed the report with the selected layout from My Favorites.

Submit Download

Navigate to RevPro >Reports > Run Reports.

Click Expand All to display all reports.

Select a report, right-click and select Submit Download.

The Download Reports window opens and displays the following tabs:

Tab Name

Description

My Downloads

Reports available for download

Schedule Downloads

Reports scheduled for download

In-Progress

Reports currently being downloaded

Erroneous Submissions

Reports that did not successfully complete

Scroll right to locate the download link. Click Download to download the results of the report.

Schedule Reports

Navigate to RevPro >Reports > Run Reports.

Click Expand All to display all reports.

Select a report, right-click and select Schedule Reports.

In the Schedule Reports dialog, enter the values in the Resubmit Interval, Resubmit Code and Resubmit Type fields.

Field Name

Description

Resubmit Interval

Enter a time interval

Resubmit Code

Enter a frequency

Resubmit Type

The scheduling of the report is dependent upon itself, select one of the following options:

From the start of the prior run

From the Completion of the prior run

Click Save. Scheduled reports will appear in the In-Progress tab and be available in the Schedule Downloads tab upon completion.

Download Reports

To download reports, navigate to RevPro >Reports > Download Reports and the reports available for download appear in the My Downloads tab.

You can also click the following tabs:

Schedule Downloads: Displays reports scheduled for download

In-Progress: Displays reports currently being downloaded

Erroneous Submissions: Displays reports that did not successfully complete

Schedule Jobs

Navigate to RevPro >Reports > Schedule Jobs.

Click Schedule Job/Job Groups and click the Schedule Program tab.

Complete the following fields:

Field Name

Description

Schedule Job Group

Select the Schedule Job Group check box to indicate you will schedule a job group.

Program Name

Select a program name.

Start Date

Enter a start date.

End Date

Enter an end date.

Incompatible With All

Select the Incompatible With All check box to indicate the scheduled job is incompatible with all.

Resubmit Interval

Enter a time interval.

Resubmit Code

Enter a frequency.

Resubmit Type

The scheduling of the report is dependent upon itself, choose one of the following options: